AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Sells

1 +$1.65M
2 +$1.56M
3 +$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.56K ﹤0.01%
+32
1802
$1.56K ﹤0.01%
50
1803
$1.56K ﹤0.01%
17
-51
1804
$1.55K ﹤0.01%
+20
1805
$1.55K ﹤0.01%
+68
1806
$1.53K ﹤0.01%
48
1807
$1.52K ﹤0.01%
276
+11
1808
$1.51K ﹤0.01%
42
1809
$1.49K ﹤0.01%
107
1810
$1.48K ﹤0.01%
73
+65
1811
$1.47K ﹤0.01%
+50
1812
$1.47K ﹤0.01%
150
1813
$1.46K ﹤0.01%
+6
1814
$1.46K ﹤0.01%
+92
1815
$1.44K ﹤0.01%
47
-100
1816
$1.43K ﹤0.01%
32
1817
$1.42K ﹤0.01%
12
1818
$1.42K ﹤0.01%
13
+11
1819
$1.41K ﹤0.01%
16
+4
1820
$1.39K ﹤0.01%
+25
1821
$1.38K ﹤0.01%
27
1822
$1.37K ﹤0.01%
11
-1
1823
$1.36K ﹤0.01%
283
1824
$1.35K ﹤0.01%
26
-92
1825
$1.35K ﹤0.01%
190